View more results: All Community | Knowledgebase
  • Wiki Page: 536-17374 - Mail merge does not display all the fields

    Summary: Mail merge losing context when running a merge for custom entity Symptoms: You will notice that the context of the custom entity seems to be lost If you select your mail merge template the custom entity fields don't show up Status: This is by design. The workaround is that the user changes...
  • Wiki Page: 632-17395 - Classic Outlook Plugin Email filed without Date / Time

    Summary: Using the Sage CRM Classic Outlook plugin, reply to an email in Outlook. Go to the CRM Tab (Add-Ins tab) and select the option to Send and file. Log in to CRM and find the communication that has been sent and filed to CRM. You will notice that the Date / Time field on the screen is not filed...
  • Wiki Page: 632-17397 - Classic Outlook Plugin not filing emails with Bold Text correctly

    Summary: This occurs when using Sage CRM Classic Outlook Plugin on a system with the system locale set as Traditional Chinese , Hong Kong SAR. The user files an email containing chinese characters some of which are formated in bold. Go into CRM and find the filed email, the characters that were formated...
  • Wiki Page: 660-17404 - Opportunity Items - Product List not populating when over 10 items

    Summary: When in the Opportunity Items tab, on clicking 'New', Product list does not populate or work when there are more than 10 products in the system. Symptoms: If there are more than 10 products in the system, the product list in Opportunity Items does not populate Cause: The issue is caused...
  • Wiki Page: 660-17406 - Main Menus not working with Android

    Summary: When logging in to Sage CRM on an Android device, the main menus on the first screen do not work. Cause: The "Based on Device:" field for Tablet in the Devices section of Advanced Customisation is not set correctly to iPhone. The Android and Tablet screens (UI) are based off the iPhone...
  • Wiki Page: 660-17408 - Entity updateddate not updating when new document is added

    Summary: The Updateddate for an entity doesn't get updated when a document is added. Symptoms: Updateddate for entity, eg: Oppo_updateddate (Opportunity) doesn't get updated to reflect the Libr_Updateddate when a document is added to that entity. Resolution: One can add a Table Level Script to...
  • Wiki Page: 632-17415 - Unable to edit Standard Classic Dashboards as Info Manager

    Summary: An Info Manager with full Info Admin Rights logs on to CRM and navigates to Administration -> Users -> Standard Classic Dashboards . The user selects a dashboard to edit eg: Customer Service Dashbaord. The following error message is displayed: Cause: The cause of this issue was a security...
  • Wiki Page: 536-17426 - ResultsGrid.Filter in SearchPage does not work

    Summary: When using the ResultsGrid.Filter property of the SearchPage class of the dot net API, the results grid is not filtered by the property specified in the code. Symptoms: When you specify the ResultsGrid.Filter property in your code and then use that search page in the CRM application, the grid...
  • Wiki Page: 536-17430 - Right click menu items does not work for custom entity

    Summary: When creating a main menu item for a custom entity you must make sure the tab group caption matches the entity name. Symptoms: If the tab group caption is different to the entity name then the right click context menu will not work on that menu item. Solution: Make sure the caption is the same...
  • Wiki Page: 536-17440 - IIS Autologin broken with 7.2e

    Summary: On 7.2e there is an issue when using IIS Autologin. IIS Returns an HTTP error 405.0 - Method Not Allowed The page you are looking for cannot be displayed because an invalid method (HTTP verb) is being used. The logs show that the verb being used is "GET" Cause: This issue was caused...
  • Wiki Page: 492-17449 - Product Family Grid Sorting Error

    Summary: The default sort order on the Product Families page may prevent all product families from being visible. Symptoms: The issue affects customers who have more than 10 product families added under Administration -> Data Management -> Products -> Product families . When paging between the...
  • Wiki Page: 492-17451 - Metadata not updated when editing ProductFamilyGrid

    Summary: Changes made when editing the Product Family Grid (such as the adding of sort options to field) may not be applied when the grid is saved. Symptoms: ProductFamilyGrid can be edited under My Profile -> A dministration -> Customisation -> Product Families -> Lists . On saving changes...
  • Wiki Page: 536-17464 - Adding users to a communication giving an error message saying the organiser is not present

    Summary: When you add users to a communication you may receive an error message saying the organiser is not present in the user list even though the organiser is present in the user list. Symptoms: The "Organizer" field is visible in "CustomCommunicationDetailBox" (hidden=false;)...
  • Wiki Page: 636-17468 - Sage E-marketing functionality not available

    Summary: If E-marketing is not enabled, the button will still be shown in E-mail & Documents and an error will be given if it is clicked. Symptoms: This happens when the Custom_Sysparam for 'EnableEmarketing' is set to 'N' The button for E-marketing will remain in E-mail & Documents...
  • Wiki Page: 492-17471 - Frameset removal: duplicate element IDs in top content and EWARE_MID

    Summary: Fields added to the Top Content area in Sage CRM do not have different HTML IDs to fields added to regular Sage CRM screens. This may cause an issue if attempting to reference a screen element by ID. Symptoms: An example of the issue can be seen where comp_name field is added to both CompanyTopContent...
  • Wiki Page: 632-17477 - Interactive Dashboards not working and Error uploading document in chrome

    Summary: The Interactive dashbaord was displaying an error and there was an error when uploading a document in Google Chrome. Symptoms: The Tomcat service was starting correctly, the catalina.log file was not showing any start up issues. Cause: The cause of this issue orginated when Sage CRM was being...
  • Wiki Page: 632-17484 - The Send Anyway Button not working in an email popup window

    Summary: When sending a new email in a "popup" window the "Send Anyway" button is not working. Symptoms: When sending a new email to an email address (eg test.test.com) that is not located in CRM in a "popup" window the following message is displayed: “The following...
  • Wiki Page: 632-17488 - Sort order for the opportunity grid is incorrect

    Summary: When sorting the Opportunity Grid using the "Assigned To" field the grid is not sorted correctly. Symptoms: For example when using demo data: Note the users are sorted by the user id (system admin is first) but you would expect they would be sorted alphabetically (starting with Brian...
  • Wiki Page: 492-17504 - Search Numeric Operators

    Summary: Numeric fields added to CRM metadata screens were missing a SPAN tag. Symptoms: The issue could be reproduced by adding a new numeric field to any Sage CRM metadata screen. The issue would cause problems when attempting to automate interaction with this field using JavaScript. Resolution: The...
  • Wiki Page: 660-17507 - Translations on workflow rules

    Summary: This issue is related to translations on workflow rules. Symptoms: The text that you see on a workflow rule is taken from a translation so you can translate the rule names into different languages. When you create a workflow rule, it creates the translation - it uses the text you enter in as...
  • Wiki Page: 492-17511 - Sage CRM integration with Microsoft Entourage (Mac)

    Summary: Does Sage CRM support integration with Microsoft Entourage for Mac OS? More information: No. The last version of Microsoft Entourage was released in 2008; it was replaced thereafter with Office for Mac. Sage do not supply an integration with either product. References: Details of which client...
  • Wiki Page: 536-17515 - How to set a default value for datetime field in screens

    Summary: To specify a default value for a datetime field in your .Net code you must first make sure that the default type property is set to Sage.DefaultTypes.DefaultValue (1). From the documentation: "Namespaces ? Sage.CRM.Controls ? Entry ? DefaultValue Specifies the default value given to the...
  • Wiki Page: 536-17524 - SData Integration Support Guide

    Introduction: This guide is intended for Support professionals and System Administrators responsible for supporting a CRM system which uses the Sage SData Integration. What is SData? SData is the short form of Sage Data, the HTTP-based communication protocol used by many Sage product APIs and integrations...
  • Wiki Page: 632-17531 - Required field in Document entity was ignored

    Summary: Create a new field in the secondary entity "Document", add the new field to the "Library Web Picker" Screen and make this a required field. Add a new document using the "Add file" option under the documents tab within a company. Save this document without inputting...
  • Wiki Page: 636-17535 - Email template saved for person enitity not available when using mass email on advanced find

    Summary: Email template saved for person enitity not available when using mass email on advanced find. Symptoms: When an email template is saved for the person entity, it is not available to be used for a mass email when doing an advanced find on the person entity. Workaround: A workaround for this is...